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[ADD] Project: add visibility and collaboration to project management page

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task-4946930

closes odoo/documentation#14166

X-original-commit: 5bf999c002
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
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guillaume gallant (guga)
2025-07-15 14:24:26 +00:00
committed by Audrey (auva)
parent 96a7bd8e61
commit e8baa96382
1 changed files with 44 additions and 0 deletions
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content/applications/services/project/project_management.rst
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@@ -62,6 +62,50 @@ Additionally, you can mark the project as :guilabel:`Favorite`, allowing you to
Further settings are available under the :guilabel:`Settings` tab. Most of them are *only* available
depending on the activated apps.
Visibility and collaboration
----------------------------
Odoo allows you to set visibility settings for each project, enabling you to make your project
available to everyone in your organization or restrict access to certain internal or external users.
To do so, go to the project's :guilabel:`Settings` tab and choose the desired :guilabel:`Visibility`
option:
- :guilabel:`Invited internal users (private)`: Only users following the project and users with the
Project Administrator :doc:`access right </applications/general/users/access_rights>` can
access the project and its tasks.
- :guilabel:`All internal users`: All internal users can access the project and all of its tasks.
- :guilabel:`Invited portal users and all internal users (public)`: All internal users can access
the project and all of its tasks. When following a project, :doc:`portal users
</applications/general/users/portal>` only have access to the specific tasks they are following.
This option is selected by default.
Inviting external users
-----------------------
To invite external users, make sure that :guilabel:`Invited portal users and all internal users
(public)` is selected, then click :guilabel:`Share Project` at the top of the project’s settings.
The following options are available:
- Copy and share the :guilabel:`Public Link` displayed at the top of the pop-up window. Anyone with
this link can access the project in read mode.
- Or click :guilabel:`Add a line`, select a :guilabel:`Collaborator`, choose the
:guilabel:`Access Mode`, and check the box to send an invitation to their email address.
There are three types of :guilabel:`Access Mode` for collaborators:
- :guilabel:`Read`: Collaborators can view tasks but cannot edit them.
- :guilabel:`Edit with limited access`: Collaborators can view and edit the tasks they follow.
- :guilabel:`Edit`: Collaborators can view and edit all tasks.
To revoke an invited collaborator's access, click :guilabel:`Share Project` at the top of the
project’s settings, then click the :icon:`fa-trash-o` :guilabel:`(trash)` icon.
.. note::
Internal users without access to the project can still access a task if the URL has been shared
with them. For projects set as :guilabel:`Invited internal users (private)`, they must also
be a follower of the task.
Scheduling activities
=====================